JP Morgan Chase & Co.

JPM Wealth Management-Business Development Consultant - Walnut Creek/Sacramento, CA

JP Morgan Chase & Co.$90K — $130K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in Business, Finance, or related field
  • 7+ years of experience in business development, project management, sales management, or implementation roles in financial services
  • Proven track record of managing complex projects and cross-functional teams
  • Strong organizational, analytical, and problem-solving skills
  • Excellent communication, presentation, and stakeholder management abilities
  • Knowledge of financial products, services, and regulatory requirements
  • Experience in coaching Advisors or a sales team
  • 50% travel required

Responsibilities

  • Execute new business development strategies and services in collaboration with cross-functional teams
  • Manage project timelines and deliverables for field execution
  • Coordinate training and support for sales teams to enhance adoption of new technologies
  • Monitor implementation progress, identify risks, and resolve issues
  • Collect and analyze feedback to drive continuous improvement
  • Build and maintain strong relationships with internal and external stakeholders

Benefits

  • Training and development opportunities
  • Collaborative work environment
  • Opportunity to engage with cross-functional teams
  • Role includes significant travel for in-field implementation
  • Access to financial services resources and knowledge
Full Job Description
JOB DESCRIPTION

Introduction:

The Business Development Consultant is responsible for executing strategic business initiatives and ensuring the successful rollout of new products, services, and processes across the organization. This role acts as a bridge between business development, sales, product, and operations teams, driving project delivery and supporting field adoption to achieve growth objectives.

Job Responsibilities

  • Execute the implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams.
  • Manage timelines, and deliverables for field execution.
  • Coordinate and lead training and support for sales and support teams to ensure effective adoption of new technology, practice management and business development supporting an Advisor’s practice.
  • Monitor progress, identify risks, and resolve issues that arise during implementation.
  • Collect and analyze feedback from field teams and clients to inform continuous improvement.
  • Foster strong relationships with internal stakeholders and external partners to facilitate successful implementation.

 

 

Required qualifications, skills, and capabilities

  • Bachelor’s degree in Business, Finance, or related field
  • 7 + years of experience in business development, project management, sales management or implementation roles within financial services.
  • Proven track record of managing complex projects and cross-functional teams.
  • Strong organizational, analytical, and problem-solving skills.
  • Excellent communication, presentation and stakeholder management abilities.
  • Knowledge of financial products, services, and regulatory requirements.
  • Experience in coaching Advisors or a sales team
  • Travel required 50% of the time

 

Required Licensing

  • A valid and active Series 7 license is required or may be obtained within a 60-day condition of employment
  • If you were registered after October 1, 2018, you must also have a valid and active Securities Industry Essential (SIE) exam
  • A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment

 

Skills

  • Executive presentation and communication skills
  • Change management
  • Cross-functional collaboration
  • Data analysis and reporting
  • Training and facilitation

 

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

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